Zola Suite Software


 

Zola Suite is a cloud-based legal practice management solution for a single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portal, a calendar, contact management, automation and reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite is able to integrate with users’ existing email accounts and automatically detects inbound email from case-related contacts. Users can convert emails into tasks for their to-do list. The document management feature allows users to manage and store documents, control versions, comment on documents, email and tag files. It also provides a client portal for customers to collaborate, share documents and access billing information.

Zola Suite can be accessed via any device and native mobile applications are available for iOS and Android. Mobile applications are capable of scanning documents and business cards.

 

Zola Suite - Activity log
 
  • Zola Suite - Activity log
    Activity log
  • Zola Suite - Billing
    Billing
  • Zola Suite - Dashboard
    Dashboard
  • Zola Suite - Manage contacts
    Manage contacts
  • Zola Suite - Text editors
    Text editors
  • Zola Suite - Time entry
    Time entry
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

32 Reviews of Zola Suite

Showing 1-20 of 32

 

Start your review of Zola Suite

Click to start
https://www.softwareadvice.com/legal/zola-suite-review/

Chris from Sevick Law PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Smart, Efficient, Focused

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Software is well designed and organized, allowing opening of a separate window for email so you can still draft email and view matters/calendar while working on the details of such in the email. Having the accounting "internal" for both trust & non trust accounts is a great help in not needing to use Quickbooks, then re-enter/log the checks, costs, details.

Cons

Would like to see a link from the Task to open a new Phone Call so I can take the "message" from task and in click or two have the Phone call option open, so I can assign to a matter & the timer starts for my call. Would save a few steps in cut/paste on returning calls.

Source: Capterra
 

Lee from Cobb Law PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

This software product is first class

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use.
Easy to train staff.
Intuitive.
This software works the way we work at our firm.
The mobile app is super easy to use.

Cons

I would like to have categories for the task functionality. I use the GTD method and I would like to have categories in order to set up next action lists.

Source: Capterra
 

Joe from Breshears Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. Everything about Zola suggests that this solution combines the ability to cover all of the usual practice management bases (calendar, tasks, time entry, etc) with the vision to develop and incorporate new, innovative features that will set new industry standards and to rethink how the ordinary can be done more efficiently. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution.

Cons

The process of sending an invoice could be streamlined, enabling the entire creation and delivery of the invoice from one screen (it requires a trip to the accounting tab to finish), and a send button would be nice, rather than the small share icon. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up.

Source: Capterra
 

Jerry L from Law Office of Jerry L. Garner
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Awesome experience. Very intuitive. Easy to use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Keeping all my data organized - and useable!

Pros

Ease of use. Simply: It thinks like I think! The layout (format) makes perfect sense to me. I quickly felt comfortable with the data entry/app navigation process.

Source: Capterra
 

Cammi from Johnson Jackson LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

I like Zola; however, I wish it didnt require so many clicks to navigate through

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like the Zola is very user friendly and easy to use. I also like that the customer support responds in a very prompt manner.

Cons

I don't like that you have to click the matters tab every time you would like to switch matters you are working in. I would like Zola better if you could search new matters from anywhere on the website.

Source: Capterra
 

Ahmed from M&A Law Firm, P.C.

July 2017

July 2017

I love the causeway app.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The Caseway Edge App is a big plus. It gives a good impression on clients. Secondly, the client portal is also great.

Cons

I wish it had more features that was real estate law specific. For instant dates that would go onto the calendar as deliverable dates and/or reminders.

Source: Capterra
 

Mindy from Yocum Law Office

June 2017

June 2017

Zola is everything I need to run my firm- all in one place.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love that I am able to create forms; easily save emails and attachments to matters; and manage my billing and trust accounts - all without ever leaving Zola. I have tried other case management software- and this one is, by far, the most intuitive and easy to use.

Source: Capterra
 

Susan from McLaughlin Legal and Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great system!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Greater efficiency

Pros

I love that this is an all-in-one system. After having my billing all twisted up by trying to integrate a case management system with a billing system, I'm excited to have one place to go for everything. Also, the email integration makes tracking time and tasks seamless. The interface is beautiful and easy to use and I can see my entire practice in one snapshot.

Cons

There's a bit of a delay with the email and that's a little annoying. That's the reason fro the 4 stars instead of 5. I'll be moving quickly through my email and suddenly emails that I deleted pop back up again. Also, I'm eager for the live calendar integration and the bank feed.

Source: Capterra
 

Catherine from Blackburn Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

I love this software, and I am picky.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Intuitive software to manage my cases, calendar, contacts, and tasks.

Pros

It is fast, intuitive, and easy to use. No kidding - you don't have to watch hours of training videos to use it. This system is obviously designed by lawyers for lawyers. It handles all the essential functions of a modern law office, including emails with an easy interface.

Cons

Company support is required to embed logos into invoices and signatures into emails. Support is very responsive, so this is not a significant issue. The system is just adding two-way synchronization between Zola and Outlook for calendar and contacts. The synchronization for emails works very well, so I expect the calendar and contact sync will work equally well.

Source: Capterra
 

Neal from Chilingirian Law Group
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Great graphical interface and email integration.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I use it daily

Pros

Graphical interface
Email integration
Ease of use
Customizable

I love using it daily. The program delivers.

Cons

The mobile app doesn't include email integration
Sometime there are quirks but are generally fixed within 24 hours of me pointing them out.

Source: Capterra
 

David from Employee Law Group
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

All the bells and whistles + Outlook integration + automatic time and billing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Outlook integration. Automatic timers that bill directly to the Matter. Ease of use. Fast and friendly customer service.

Cons

I would like to see Zola Suite integrate with text functions.
Switching from another case management system is challenging, because the data migration team at Zola does not upload documents.

Source: Capterra
 

Bruce from Bruce R. Bekritsky, Attorney at Law
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

It takes a little getting used to, and it may take some time to get it set just the way you want it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I can keep all of my records about my clients in one place and access them quickly.

Pros

I like being able to see my most important information in one place. Once I got the hang to it, navigating between different aspects of one case (or matter) as they call it was very good.

Cons

I don't like not seeing all of my matters lined up alphabetically, I don't think the billing side has enough options, and I think some of the functions are a little cumbersome.

Source: Capterra
 

Jill from Jill M Santiago Attorney at Law
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Best I have used so far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been working in legal services for 20 years and have tried many practice management platforms. Zola Suite is by far the best I have tried. Super easy to use, straight forward pricing, lots of great functions that are actually useful. I would recommend to any practitioner.

Pros

Ease of use, flat pricing that includes trust accounting.

Cons

I cannot think of any - have not run into any problems.

Advice to Others

Not that I can think of.

Source: Capterra
 

Charles from IRVIN LAW PLLC

April 2017

April 2017

Peace of mind

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I can remember back to 2000. Trying to get on the cutting edge was expensive! And lumpy. From that point forward I have been looking for something that would be easy to train staff to use and something that could become second nature.
Zola is that something. I don't know if it is the dashboard, the color coding, or the customer service built into the platform but it is a pleasure to use. I do not feel like I am training because it has been fun to learn new ways to enter information and manage my practice.
And having customer service be responsive and take part in my journey is a bonus. Overall the matter, calendar and security email are effortless.

Pros

Customer service
Platform layout
Granular detail in my Matter files

Advice to Others

Use it daily and it will teach you things by feel.

Source: Capterra
 

Ashley from George R. Tilschner Law Firm, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

A great change!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We had been using antiquated practice management software that no longer had any support available, so it was time to make a change. We really appreciated ZolaSuite's attentive nature in helping our firm transition over to the new system, and really love how quickly the support staff gets back to us. We have had the pleasure of watching Zola grow and develop over the past year, and we would never go back to the old system. Being able to have access to our case management system from anywhere, without using a VPN, is so helpful and efficient. There are sooo many great features on Zola that we never had before and it has really helped our firm grow as well!

Pros

All the neat features that really help with my workflow

Cons

Some bugs here and there, but we understand that Zola is constantly being developed. Miss a few features from TimeMatters, like being able to cross-relate files and contacts.

Source: Capterra
 

Travis from Dafoe Law, PLLC

April 2017

April 2017

Great Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It makes communicating between everyone in the office very easy. We are able to work collaboratively without worry about which version we are working off of. And it provides a great way for us to pass information.

Source: Capterra
 

Lauren from The Law Office of Lauren C Medel, PLLC

March 2017

March 2017

LOVE ZOLA SUITE

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I did a bunch of research before purchasing my management software and I found Zola was the best. I've been proven right again and again. LOVE ZOLA!

Source: Capterra
 

Shahzad from Shahzad R. Khan Legal, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Very Satisfied - Excellent Software Solution for Solo

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using ZolaSuite for little over a month. I have to say it is very easy to use. I thought I would contacting support for help over and over again. But, I think in the past month I have maybe called them once. Its ease of use is what jumps out at you. Its very intuitive. As a solo, my practice is growing and I needed something better than Excel Spreedsheets to organize myself. ZolaSuite does it all. I have used other programs on the market before at other law firms. They do not compare in the ease of use and all the functionality available within ZolaSuite. So I would highly recommend it.

Pros

Features; ease of use

Cons

None

Source: Capterra
 

Therese from The Law Office of Therese Connors Ebarb
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Awesome program

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

I started a private practice and needed an all inclusive law practice management program. Zola Suite has exceeded my expectations and has allowed me to be organized, detailed and profitable. I highly recommend Zola suite to anyone...I only wish they had a program for my family's personal business as well.

Pros

The easy access

Cons

None

Source: Capterra
 

Jannine from Mutterer Law Firm, LLC
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Lots to Love!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Love the clean and simple look of Zola Suite. Intuitive to use. Needs a few tweeks but given it is a fairly new platform I am impressed.

Pros

easy to use. manages all my needs: timekeeping, accounting, client data & docs.

Cons

needs some tweeks on email and doc storage. Can't wait for syncing with bank accounts!

Source: Capterra
 
 
Write a Review